Edgerock Wealth Management

EdgeRock Capital LLC, operating as EdgeRock Wealth Management, was established in 2018 and is based in Englewood, CO. The firm offers investment supervisory services, financial planning, model portfolio solutions, and limited advice on various types of investments. EdgeRock acts as a fiduciary for retirement account rollovers, ensuring recommendations are in the client's best interest. The firm manages approximately $470 million on a discretionary basis as of December 31, 2024. Clients can expect a fee structure based on a percentage of assets under management, ranging from 1.50% for accounts under $500,000 to 1.00% for accounts over $3 million. Investment strategies include long-term purchases, short-term purchases, tactical and strategic asset allocation, and value investing. EdgeRock uses fundamental and technical analysis methods to evaluate securities. The firm does not charge performance-based fees and provides services to individuals, high net worth individuals, 401(k) plans, corporations, and charitable organizations. EdgeRock discloses potential conflicts of interest related to insurance brokerage affiliations and soft dollars. Clients have investment discretion with the ability to impose reasonable restrictions on their accounts. EdgeRock emphasizes best execution and does not engage in agency cross transactions. The firm maintains constructive custody of client funds and provides ongoing discretionary authority for securities transactions.